Brown Wealth Management, LLC
Brown Wealth Management, LLC (CRD# 121072) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $78,467,615 in 383 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management78MILLION
Total Number of Accounts383ACCOUNTS
Average Account Value$204,876
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Timothy Brown (CRD# 2665369) is an Investment Advisor Representative working at Brown Wealth Management, LLC in Eden Prairie, MN and has over 21 years of experience in the finance industry.
Timothy Brown has taken additional exams to become a Certified Financial Planner (CFP®). Mr. Brown has been a CERTIFIED FINANCIAL PLANNER(TM) since 2004. CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Timothy has also taken additional exams to become a Chartered Financial Analyst (CFA®). Mr. Brown has been a CFA Charter Holder since 1994.
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To earn the CFA charter, candidates must: (1) pass three sequential, six-hour examinations; (2) have at least four years of qualified professional investment experience; (3) join CFA Institute as members; and (4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.